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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

894 hedge funds and large institutions have $7.49B invested in SPDR S&P Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 343 increasing their positions, 254 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
15.61%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.8%
New
79
Increased
343
Reduced
254
Closed
44
Calls
$7.41M
Puts
$4.46M
Net Calls
+$2.95M
Net Calls Change
+$3.01M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$83.1M
2
KIM
Karpus Investment Management
New York
+$30.1M
3
HNB
Huntington National Bank
Ohio
+$22.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.8M
5
Morgan Stanley
Morgan Stanley
New York
+$16.1M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$32M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$24.4M
3
MSA
Marino Stram & Associates
Massachusetts
-$20.6M
4
AIC
Ameritas Investment Company
Nebraska
-$18M
5
Ameriprise
Ameriprise
Minnesota
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
526
Beaumont Financial Advisors
Massachusetts
$510K – – –
GSEP
527
Golden State Equity Partners
California
$506K +$506K +4,139 New
GG
528
Gofen & Glossberg
Illinois
$501K +$247K +2,019 +97%
DZ Bank
529
DZ Bank
Germany
$500K -$101K -825 -17%
MAA
530
Matrix Asset Advisors
New York
$496K +$30K +245 +6%
WCM
531
WealthBridge Capital Management
Ohio
$495K +$19.6K +160 +4%
RWA
532
River Wealth Advisors
Pennsylvania
$494K +$978 +8 +0.2%
FAB
533
First American Bank
Illinois
$493K +$13.2K +108 +3%
W
534
WealthOne
New York
$493K +$493K +4,034 New
AIM
535
Acropolis Investment Management
Missouri
$491K -$9.78K -80 -2%
APWA
536
Atlas Private Wealth Advisors
New Jersey
$490K -$33.6K -275 -6%
TCPWM
537
Traverso Chambers Private Wealth Management
California
$490K – – –
ARMC
538
American Research & Management Company
Massachusetts
$487K – – –
MWM
539
Meridian Wealth Management
Kentucky
$483K +$122 +1 +0%
WAS
540
Wealth Advisory Solutions
Indiana
$481K +$481K +3,934 New
SHWM
541
Smith & Howard Wealth Management
Georgia
$477K -$40.1K -328 -8%
YIA
542
YHB Investment Advisors
Connecticut
$477K +$64.1K +524 +16%
ECM
543
Evergreen Capital Management
Washington
$476K +$612 +5 +0.1%
GLA
544
Good Life Advisors
Pennsylvania
$474K +$1.96K +16 +0.4%
EVM
545
Eaton Vance Management
Massachusetts
$468K -$1.04M -8,505 -69%
VFM
546
Vivid Financial Management
California
$466K – – –
SF
547
Summit Financial
New Jersey
$466K +$2.81K +23 +0.6%
GC
548
Gratus Capital
Georgia
$464K +$134K +1,100 +41%
BHTS
549
Bar Harbor Trust Services
Maine
$462K -$3.06K -25 -0.7%
CAM
550
Covenant Asset Management
New Jersey
$462K – – –
20 21
22
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